Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than 120 M&A advisory leaders and specialists from the Big Four…
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Trusted Deal Advisory
Full company description
Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than 120 M&A advisory leaders and specialists from the Big Four and Big Law. Leo Berwick is known for assisting clients to maximize value, minimize risk, and achieve superior returns at every stage of the deal life cycle.
For more information, visit leoberwick.com.
LinkedIn followers
11,907
People associated on LinkedIn
131
Reported office locations
475 5th Ave, 2100, New York, NY 10017, US
100 King St W, 7080, Toronto, Ontario M5X 2A2, CA
375 Water St, 375, Vancouver, British Columbia V6B 5C6, CA
1388 Sutter St, Suite 508, San Francisco, California 94109, US
220 N Green St, Suite 206, Chicago, Illinois 60607, US
11 S 12th St, 509, Richmond, Virginia 23219, US
One Horizon Center, Golf Course Road, DLF Phase-5, sector 43, Unit 53, Unit 55, Level 18, Gurugram, Haryana 122002, IN
Business categories
Finance
Advice
Management Consulting
Financial Services
Other recorded names
Leo Berwick
Specialties
Trusted Deal Advisory
Consulting
Infrastructure
Renewables
Private Equity
Energy
M&A Advisory
M&A Tax Advisory
and State and Local Tax
Profile identifies a recruitment agency
No
Reported total investment
75,000,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Financial Services
Size
51-200 employees
Headquarters
New York, NY
Organization type
Privately Held
Year founded
2021
Specialties
Trusted Deal AdvisoryConsultingInfrastructureRenewablesPrivate EquityEnergyM&A AdvisoryM&A Tax Advisoryand State and Local Tax
Leo Berwick, LP has 9 open jobs in Canada as of November 6, 2026. Top locations: Toronto, Halifax and Fredericton.
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
5+ YOE2+ MgmtCandidates need 5+ years of financial due diligence experience, ideally including 2–3 years as a Senior Manager at a Big Four firm. They need a relevant bachelor's degree, strong financial analysis and leadership skills, and CPA, CFA or comparable designation is preferred.
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
7+ YOECandidates need 7 to 15 years of software engineering experience, including shipped enterprise or LLM-powered products within the last 24 months. They must have agentic systems depth, sound architectural judgment, and strong full-stack skills in React, TypeScript and Java.
React, TypeScript, Java, Python, Model Context Protocol
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
3+ YOELeo Berwick, LP needs candidates with 3 to 5 years in revenue operations, sales operations, CRM administration or business systems, ideally with hands-on HubSpot experience. Candidates should be strong with data, have built automations in Zapier, Make or similar tools, and use AI tools like Claude every day.
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
4+ YOELeo Berwick needs 4 to 7 years of demand generation, growth or digital marketing experience, ideally in B2B. Candidates should have hands-on account-based marketing, LinkedIn Ads, HubSpot, SEO and AI tool experience, and a data-driven, pipeline-focused approach.
HubSpot, LinkedIn Ads, Google Ads, Meta Ads, Influ2, Google Analytics
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
2+ YOECandidates need 2–4 years of event planning or event marketing experience, ideally in B2B or professional services. They need strong attention to detail, a polished presence with senior executives, budget management skills, and hands-on experience with HubSpot, webinar platforms, Excel or Google Sheets and Canva.
HubSpot, Excel, Google Sheets, Canva, Claude, webinar platform
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
1+ YOECandidates need an undergraduate degree, an HR certificate or equivalent, and ideally one year of corporate HR experience. Strong Microsoft Office skills, organization, attention to detail, and clear communication are required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, ChatGPT
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
10+ YOECandidates need hands-on experience serving power, utilities or renewables clients, plus deep technology, data and AI expertise. Leo Berwick also requires 10-15+ years of leadership experience and a proven record of originating and growing business.
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
3+ YOECandidates need at least 3 years of relevant experience, including greenfield model development with an infrastructure or project-finance focus. A bachelor's degree in accounting, finance or economics is required, with a CPA or CFA preferred.
Leo Berwick, LP: Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy…
7+ YOELeo Berwick requires 7-10 years of financial modeling, transaction advisory or consulting experience and a bachelor's degree in accounting, finance, economics or a related field. A CPA, CFA or formal modeling training is an asset, along with deep valuation expertise and the ability to explain complex outputs clearly.
Financial modelling, Leadership, Coaching, Process improvement, Presentation skills, CPA